Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses at a competitive, affordable fee.
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Tax Planning - Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.
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IRS and State/Local Representation – Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.
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Sales Tax Services – Our firm prepares all sales tax filings and offers full sales tax audit representation.
GET “CLAIMED” PACKAGE
Package Level Pricing
Know that your business has unclaimed property, but don’t have enough time to do much about it? Our “Get Claimed” package takes care of it for you. We understand both federal and state mandates and do our best to ensure you receive what’s rightfully yours. We’ll do a quarterly review for your unclaimed property, attempt to contact the owner, and track the unclaimed property for compliance with Dormancy Periods. Finally, we will prepare and submit the annual Report of Abandoned and Unclaimed Property for you.
Here is what’s included:
- Quarterly review for unclaimed property
- Attempt to contact owner via letter, email, etc.
- Track unclaimed property for compliance with Dormancy Periods
- Prepare and submit the annual Report of Abandoned and Unclaimed Property
THE BOTTOM LINE
- Following mandated guidelines
- Tracking and monitoring tasks are done for you
Contact Us Today About Our Get “Claimed” Package
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QUARTERLY 1099-MISC CODING PACKAGE
Package Level Pricing
Why spend time tracking all of your vendors and filling out lengthy paperwork for each one when we can do it for you? With our 1099-MISC Coding package, we’ll perform a quarterly review of your vendor list, request the necessary paperwork if it’s not already on file, and ensure proper coding of vendors for the issue of 1099-MISC. Finally, we’ll prepare and issue up to 25 1099-MISCs for you. This package saves you time so you can keep doing what you’re best at…business!
Here is what’s included:
- Quarterly review of vendor list
- Request necessary paperwork (W-9 and Certificate of Insurance) if not already on file
- Ensure proper coding of vendors for the issue of 1099-MISC
- Prepare and issue up to 25 1099-MISC
THE BOTTOM LINE
- Adhere to proper coding guidelines
- Recording and monitoring vendors are done for you
Contact Us Today About Our Quarterly 1099-MISC Coding Package
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“ Kim is our corporate accountant and has been instrumental in saving our office a lot of money on health insurance, 401k plans, and account expenses. She keeps in constant contact with the owner of our organization giving us the best tax saving options. “
-Lori Eichelberger, Women’s Institute of Gynecology




